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Risk Management

Master the essentials of protecting your assets and income through smart insurance decisions and strategies to combat identity theft.

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Live instruction available
On-demand learning available
Course Duration
30 minutes to 2 hours
CEUs
Dependent on course length

Topics Covered

  • Protecting Your Assets and Income with Insurance

    In today's unpredictable world, protecting your financial future is paramount. From your home to your life and everything in between, this course equips you to make savvy insurance choices tailored to your unique needs, ensuring your hard-earned assets and income are shielded from life's unexpected twists and turns.

  • Defending Against Identity Theft

    Identity theft is an often silent but serious threat to your finances. In this class, you'll not only learn to recognize and help prevent identity theft but know what to do if you become a victim. Dive into interactive exercises and insightful discussions to build habits that fortify your personal finances and safeguard your financial well-being.

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Free 2027 Planning Guide

Not sure where to start, or which topics to offer when?

Our free 2027 Financial Wellness Planning Guide maps out a full year of financial education, month by month. Each month is matched to a national awareness month, with suggested courses. Choose the edition for public sector organizations or for private employers.

Choose your edition to download it. No sign-up needed.

Public Sector Edition: retirement systems & public agencies. Employer Edition: private employers.

Financial Knowledge Network™: conflict-free, accredited financial education for employers and public sector organizations since 1989.

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6980 Santa Teresa Blvd.
Suite 203
San Jose, CA 95119
IACET Accredited Provider
Certified Women's Business Enterprise

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